Financial demo report templates - MYOB Acumatica

Created by Damien Zwillinger, Modified on Tue, 16 Jul at 9:41 AM by Gabriel Michaud

Applies to

  • Velixo NX
  • Velixo Classic
  • MYOB Acumatica


TABLE OF CONTENTS


Purpose

Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them.  You many also want to refer to How to Modify Velixo Sample Reports.


To help you learn or demonstrate most features of Velixo, this article provides a set of sample templates (in one Excel workbook) that are preconnected to our MYOB Acumatica demo environment.


Coverage

This workbook includes the following sample reports (and may include more):

  • P&L

  • P&L (Trailing 12 Months)

  • Profit Dashboard

  • Cash Flow Forecast

  • Weekly P&L

  • Budget Writeback demo (with different allocation method)

  • Journal Writeback demo - Insurance Liability Accrual 

  • Trial balance


Report previews









Download this sample file

Download



💡 Having trouble downloading the file?
Simply right-click the link and select Save link as 
 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article